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Bell Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Bell Bank’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103M Buy
150,103
+1,474
+1% +$983K 3.93% 7
2026
Q1 		$88.8M Sell
148,629
-460
-0.3% -$288K 3.77% 8
2025
Q4 		$93.5M Sell
149,089
-30,894
-17% -$19.2M 4% 7
2025
Q3 		$110M Sell
179,983
-1,292
-0.7% -$762K 4.77% 6
2025
Q2 		$103M Buy
181,275
+3,280
+2% +$1.72M 4.8% 6
2025
Q1 		$91.5M Buy
177,995
+19,923
+13% +$10.8M 4.94% 5
2024
Q4 		$85.2M Buy
158,072
+73,949
+88% +$40.1M 6.34% 4
2024
Q3 		$44.4M Sell
84,123
-73,958
-47% -$37.6M 5.25% 4
2024
Q2 		$79.1M Sell
158,081
-6,530
-4% -$3.14M 6.65% 4
2024
Q1 		$79.1M Buy
164,611
+22,344
+16% +$10.2M 6.8% 4
2023
Q4 		$62.1M Buy
142,267
+21,833
+18% +$8.94M 5.99% 4
2023
Q3 		$47.3M Sell
120,434
-1,468
-1% -$600K 5.18% 4
2023
Q2 		$49.6M Sell
121,902
-171
-0.1% -$66K 5.26% 4
2023
Q1 		$45.9M Buy
122,073
+2,702
+2% +$991K 4.86% 4
2022
Q4 		$41.9M Buy
119,371
+5,360
+5% +$1.89M 4.87% 3
2022
Q3 		$37.4M Buy
114,011
+1,643
+1% +$600K 4.79% 3
2022
Q2 		$39M Buy
112,368
+2,091
+2% +$788K 4.67% 4
2022
Q1 		$45.8M Buy
110,277
+407
+0.4% +$167K 5.11% 4
2021
Q4 		$48M Buy
109,870
+32,914
+43% +$13.9M 5.47% 4
2021
Q3 		$30.4M Buy
76,956
+1,475
+2% +$598K 3.79% 5
2021
Q2 		$29.7M Sell
75,481
-92
-0.1% -$35.3K 3.92% 6
2021
Q1 		$27.5M Buy
75,573
+1,061
+1% +$376K 3.96% 6
2020
Q4 		$25.6M Buy
74,512
+2,543
+4% +$829K 3.95% 6
2020
Q3 		$22.1M Buy
71,969
+1,623
+2% +$494K 3.89% 7
2020
Q2 		$19.9M Buy
+70,346
New +$18.9M 3.7% 8

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bell Bank's VOO Position: Q2 2026 in Review

Bell Bank increased its Vanguard S&P 500 ETF (VOO) stake by 0.99% in Q2 2026, buying an estimated $983K and bringing the position to 150,103 shares worth $103M. The position accounts for 3.93% of the portfolio, ranked #7.

Bell Bank first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $110M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bell Bank held 150,103 shares of Vanguard S&P 500 ETF worth $103M as of Q2 2026.
  • Bell Bank bought 1,474 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $983K.
  • Vanguard S&P 500 ETF made up 3.93% of Bell Bank's portfolio in Q2 2026, its #7 holding.
  • Bell Bank first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • Bell Bank's Vanguard S&P 500 ETF position peaked at $110M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.